🚨🚨Emerging manager opportunity🚨🚨 This spring's Emerging Manager Roundtable event hosted by MITIMCo will be expanded and improved. Like last year: ✅we will invite ~6 emerging manager stockpickers to spend a day at MIT to collaborate, help each other, and form a community

POV: You slept on a plane last night

Deadline to apply for the emerging manager roundtable is Sunday! Open to long only stockpickers with <$25 million AUM, any geography More details in the below

Got out for a jog in the woods tonight. Dark and cold, sure, but felt good all the same.

Hardly anything more lovely than taking your kids to your childhood home. Watching them play in your play spaces, taking them to your favorite restaurants and parks, and enjoying time with their grandparents

18 year old up and coming tennis sensation Joao Fonseca recently said, after his first ATP title: “Of course I want to be No. 1, of course I want to win Slams, titles,” he added, “but my dream is just to play tennis, and I am living it.” That seems like a really healthy mix of

Any students who will be in Omaha this year - feel free to join us at this event! I’m looking forward to meeting you

Asking for a friend: let me know if you have any 55,000 bagger ideas

Some other criteria: has to be quality businesses, net cash, ideally world’s best capital allocator sits on top

You pay a price for your distinctiveness, and it requires hard work to maintain it. Very wise words from the 2020 Bezos letter.

What is the best way to bulk download all SEC filings and all earnings call transcripts for a given company to rapidly upload to an LLM for a public company I’m researching? CapIQ? Bamsec? Quartr? None seem to make it easy.

Follow up: what is your favorite tool for interacting with your own and public data once you get an LLM/chat interface access to your all the materials you want for a company/industry of interest? E.g. Glean, Deep Research, NotebookLM, etc?